Mortgage Application Stage Tracker
Automatically notify borrowers by SMS and email whenever their mortgage application moves to a new stage, while syncing every status change to your CRM. Brokers stop fielding "any update?" calls and borrowers stop wondering what is happening.
Fee Disclosure Statement (FDS) Auto Generation
Automatically compile, generate, and send compliant Fee Disclosure Statements to every client on their engagement anniversary, with built in opt in tracking and follow up task creation for your advisers.
Invoice Payment Reminder Escalation
Automatically chase overdue invoices through a timed escalation sequence of emails, SMS, and internal alerts, so you collect faster without the awkward phone calls.
Duplicate Lead Detection and Merge
Automatically detect and merge duplicate contacts the moment they enter your CRM, so every rep sees the full history and no returning prospect gets treated like a stranger.
Post Visit Summary and Next Steps Email
After every appointment, your client receives a branded summary email with everything discussed, clear next steps, and a link to book their follow up. The practitioner fills out a quick structured note; automation handles the rest.
Clawback Risk Monitor for Upfront Commissions
Automatically tracks every upfront commission with an active clawback period, alerts you before the window closes, and gives you time to engage clients before a cancellation costs you thousands.
AI Classified Email Auto Responder
An AI agent reads every email in your shared inbox, classifies it by type, and sends an appropriate response within minutes. New enquiries, support questions, billing issues, and spam all get handled automatically, around the clock.
Multi Lender Loan Submission Tracker
Automatically tracks every loan application across every lender in one place, monitors for approvals and declines, and alerts you before any deal goes stale.
Insurance Claim Status Notification
A polling workflow monitors insurer portals for claim status changes and sends instant, plain language updates to brokers and clients. No more daily portal checking or anxious clients calling for news.
Monthly Report Auto Generation
An automated workflow pulls client KPIs from your data sources on the first business day of each month, populates branded report templates, converts them to PDF, and emails every client their personalised report before your team starts work.
Signed Contract to Welcome Email Sequence
When a client signs their contract in DocuSign or PandaDoc, a personalised welcome email sequence fires automatically. No lag, no forgotten follow ups, no buyer's remorse brewing in silence.
Automated Client Onboarding Checklist with Status Tracking
Automatically generate a structured onboarding checklist for every new client, assign tasks to the right team members, track completion in real time, and escalate overdue items before anyone has to ask.
Stale Lead Reengagement Sequence
Automatically follow up with leads that went quiet in your CRM. A scheduled workflow detects stale deals, sends personalised outreach over days and weeks, and alerts your team the moment someone reengages.
Proposal Sent to Follow Up Ladder
Automatically triggers a timed sequence of check in emails, value add content, and call tasks the moment a proposal leaves your outbox. If the prospect opens the document, your rep gets an instant alert to call while they're still reading.
AI Lead Scoring on Inbound Submissions
An AI agent scores every inbound lead the moment it arrives, enriching it with firmographic data and ranking it against your ideal customer profile. Your sales team calls the right leads first instead of working the queue blind.
30 Day Onboarding Health Check and Feedback Loop
Thirty days after onboarding begins, an automated workflow surveys your client, pulls milestone data from your project tools, generates an AI written retrospective, and flags anyone who needs a recovery call. Every onboarding teaches the next one.
Webinar/Event Attendee to Sales Pipeline
When your webinar ends, every attendee is automatically scored by engagement, pushed into your CRM with the right tags, and routed to a sales rep or nurture sequence. No CSV exports, no three day delays, no identical follow up emails to people who behaved very differently.
New Client Onboarding with Payment Setup
Automatically create client profiles across your CRM, accounting software, and payment processor the moment a deal closes. Payment collection is live before you've finished your coffee.
Facebook/Instagram Lead Ad to CRM Sync
Automatically push every Facebook and Instagram lead ad submission into your CRM within seconds, then trigger a personalised welcome message before the prospect has time to scroll past your competitor's ad.
Employee Productivity & Task Completion Digest
An automated weekly digest pulls task data from your project management tool, calculates completion rates and overdue items per team member, and delivers a formatted summary to your management Slack channel so you can coach with data instead of guesswork.
Calendar to CRM Meeting Logger
Automatically logs every calendar meeting to your CRM with the right contact, duration, and attendees. No more relying on reps to remember, and no more empty activity histories when you need them most.
Webinar / Event Registration Confirmation and Reminder
Automatically confirm every event registration with a calendar invite, send timed SMS and email reminders before the session, then follow up afterwards with recordings and a CTA. Every registrant lands in your CRM tagged and ready for sales.
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Everything we've learned building 300+ automations for small businesses, in one practical guide. Written for business owners, not engineers.
- Where your team's hours are actually disappearing
- The five automations worth setting up first and why
- How to calculate what manual work is actually costing you
- A step by step checklist to get your first automation live this week
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